See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,438 | $65,685+10.3% | $57,179+26.7% | $273,961-73.6% |
| Participation rate | 69.2% | 78.3%-9.1pp | 75.3%-6.1pp | 83.0%-13.8pp |
| Annual return | 8.83% | 21.99%-13.2pp | 14.59%-5.8pp | 41.45%-32.6pp |
| Employer contribution / active EE | $3,034 | $3,279-7.5% | $2,682+13.1% | $4,869-37.7% |
| Participant deferral / active EE | $3,460 | $3,782-8.5% | $3,096+11.7% | $5,287-34.6% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |